Civic Intelligence

Chiao Smith & Associates

Plan context: Chiao Smith & Associates 401(K) Plan

EIN 94-3314783 • San Rafael, CA • 25 filings • 2 plans

4040 Civic Center DriveSte 200San Rafael, CA 94903
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$7,176,041

2024 Contributions

$182,090

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,176,041$3,588,021$0200120122023YearValue
$7,176,041Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1790200020122023YearValue
16Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$0-
Chiao Smith & Associates 401(K) Plan-0$0$0-
2023116$7,176,041$182,090$11,381iApproximate average salary by contribution assumption: employee only about $284,516 at 4% or $189,677 at 6%; with 50% employer match about $189,677 at 4% or $126,451 at 6%; with 100% employer match about $142,258 at 4% or $94,839 at 6%.
Chiao Smith & Associates 401(K) Plan-16$7,176,041$182,090$11,381iApproximate average salary by contribution assumption: employee only about $284,516 at 4% or $189,677 at 6%; with 50% employer match about $189,677 at 4% or $126,451 at 6%; with 100% employer match about $142,258 at 4% or $94,839 at 6%.
2022117$5,846,369$1,760,339$103,549iApproximate average salary by contribution assumption: employee only about $2,588,734 at 4% or $1,725,823 at 6%; with 50% employer match about $1,725,823 at 4% or $1,150,548 at 6%; with 100% employer match about $1,294,367 at 4% or $862,911 at 6%.
Chiao Smith & Associates 401(K) Plan-17$5,846,369$1,760,339$103,549iApproximate average salary by contribution assumption: employee only about $2,588,734 at 4% or $1,725,823 at 6%; with 50% employer match about $1,725,823 at 4% or $1,150,548 at 6%; with 100% employer match about $1,294,367 at 4% or $862,911 at 6%.
2021117$6,848,604$184,537$10,855iApproximate average salary by contribution assumption: employee only about $271,378 at 4% or $180,919 at 6%; with 50% employer match about $180,919 at 4% or $120,612 at 6%; with 100% employer match about $135,689 at 4% or $90,459 at 6%.
Chiao Smith & Associates 401(K) Plan-17$6,848,604$184,537$10,855iApproximate average salary by contribution assumption: employee only about $271,378 at 4% or $180,919 at 6%; with 50% employer match about $180,919 at 4% or $120,612 at 6%; with 100% employer match about $135,689 at 4% or $90,459 at 6%.
2020116$6,204,588$177,681$11,105iApproximate average salary by contribution assumption: employee only about $277,627 at 4% or $185,084 at 6%; with 50% employer match about $185,084 at 4% or $123,390 at 6%; with 100% employer match about $138,813 at 4% or $92,542 at 6%.
Chiao Smith & Associates 401(K) Plan-16$6,204,588$177,681$11,105iApproximate average salary by contribution assumption: employee only about $277,627 at 4% or $185,084 at 6%; with 50% employer match about $185,084 at 4% or $123,390 at 6%; with 100% employer match about $138,813 at 4% or $92,542 at 6%.
2019116$5,181,313$525,948$32,872iApproximate average salary by contribution assumption: employee only about $821,794 at 4% or $547,863 at 6%; with 50% employer match about $547,863 at 4% or $365,242 at 6%; with 100% employer match about $410,897 at 4% or $273,931 at 6%.
Chiao Smith & Associates 401(K) Plan-16$5,181,313$525,948$32,872iApproximate average salary by contribution assumption: employee only about $821,794 at 4% or $547,863 at 6%; with 50% employer match about $547,863 at 4% or $365,242 at 6%; with 100% employer match about $410,897 at 4% or $273,931 at 6%.
2018112$3,993,914$151,666$12,639iApproximate average salary by contribution assumption: employee only about $315,971 at 4% or $210,647 at 6%; with 50% employer match about $210,647 at 4% or $140,431 at 6%; with 100% employer match about $157,985 at 4% or $105,324 at 6%.
Chiao Smith & Associates 401(K) Plan-12$3,993,914$151,666$12,639iApproximate average salary by contribution assumption: employee only about $315,971 at 4% or $210,647 at 6%; with 50% employer match about $210,647 at 4% or $140,431 at 6%; with 100% employer match about $157,985 at 4% or $105,324 at 6%.
2017112$4,439,532$161,073$13,423iApproximate average salary by contribution assumption: employee only about $335,569 at 4% or $223,713 at 6%; with 50% employer match about $223,713 at 4% or $149,142 at 6%; with 100% employer match about $167,784 at 4% or $111,856 at 6%.
Chiao Smith & Associates 401(K) Plan-12$4,439,532$161,073$13,423iApproximate average salary by contribution assumption: employee only about $335,569 at 4% or $223,713 at 6%; with 50% employer match about $223,713 at 4% or $149,142 at 6%; with 100% employer match about $167,784 at 4% or $111,856 at 6%.
2016112$3,521,442$115,648$9,637iApproximate average salary by contribution assumption: employee only about $240,933 at 4% or $160,622 at 6%; with 50% employer match about $160,622 at 4% or $107,081 at 6%; with 100% employer match about $120,467 at 4% or $80,311 at 6%.
Chiao Smith & Associates 401(K) Plan-12$3,521,442$115,648$9,637iApproximate average salary by contribution assumption: employee only about $240,933 at 4% or $160,622 at 6%; with 50% employer match about $160,622 at 4% or $107,081 at 6%; with 100% employer match about $120,467 at 4% or $80,311 at 6%.
2015113$3,131,781$171,019$13,155iApproximate average salary by contribution assumption: employee only about $328,883 at 4% or $219,255 at 6%; with 50% employer match about $219,255 at 4% or $146,170 at 6%; with 100% employer match about $164,441 at 4% or $109,628 at 6%.
Chiao Smith & Associates 401(K) Plan-13$3,131,781$171,019$13,155iApproximate average salary by contribution assumption: employee only about $328,883 at 4% or $219,255 at 6%; with 50% employer match about $219,255 at 4% or $146,170 at 6%; with 100% employer match about $164,441 at 4% or $109,628 at 6%.
2014111$3,064,850$141,176$12,834iApproximate average salary by contribution assumption: employee only about $320,855 at 4% or $213,903 at 6%; with 50% employer match about $213,903 at 4% or $142,602 at 6%; with 100% employer match about $160,427 at 4% or $106,952 at 6%.
Chiao Smith & Associates 401(K) Plan-11$3,064,850$141,176$12,834iApproximate average salary by contribution assumption: employee only about $320,855 at 4% or $213,903 at 6%; with 50% employer match about $213,903 at 4% or $142,602 at 6%; with 100% employer match about $160,427 at 4% or $106,952 at 6%.
2013112$2,829,650$116,220$9,685iApproximate average salary by contribution assumption: employee only about $242,125 at 4% or $161,417 at 6%; with 50% employer match about $161,417 at 4% or $107,611 at 6%; with 100% employer match about $121,063 at 4% or $80,708 at 6%.
Chiao Smith & Associates 401(K) Plan-12$2,829,650$116,220$9,685iApproximate average salary by contribution assumption: employee only about $242,125 at 4% or $161,417 at 6%; with 50% employer match about $161,417 at 4% or $107,611 at 6%; with 100% employer match about $121,063 at 4% or $80,708 at 6%.
2012114$2,501,244$105,712$7,551iApproximate average salary by contribution assumption: employee only about $188,771 at 4% or $125,848 at 6%; with 50% employer match about $125,848 at 4% or $83,898 at 6%; with 100% employer match about $94,386 at 4% or $62,924 at 6%.
Chiao Smith & Associates 401(K) Plan-14$2,501,244$105,712$7,551iApproximate average salary by contribution assumption: employee only about $188,771 at 4% or $125,848 at 6%; with 50% employer match about $125,848 at 4% or $83,898 at 6%; with 100% employer match about $94,386 at 4% or $62,924 at 6%.
2011112$2,108,643$559,581$46,632iApproximate average salary by contribution assumption: employee only about $1,165,794 at 4% or $777,196 at 6%; with 50% employer match about $777,196 at 4% or $518,131 at 6%; with 100% employer match about $582,897 at 4% or $388,598 at 6%.
Chiao Smith & Associates 401(K) Plan-12$2,108,643$559,581$46,632iApproximate average salary by contribution assumption: employee only about $1,165,794 at 4% or $777,196 at 6%; with 50% employer match about $777,196 at 4% or $518,131 at 6%; with 100% employer match about $582,897 at 4% or $388,598 at 6%.
2010112$2,155,204$204,193$17,016iApproximate average salary by contribution assumption: employee only about $425,402 at 4% or $283,601 at 6%; with 50% employer match about $283,601 at 4% or $189,068 at 6%; with 100% employer match about $212,701 at 4% or $141,801 at 6%.
Chiao Smith & Associates 401(K) Plan-12$2,155,204$204,193$17,016iApproximate average salary by contribution assumption: employee only about $425,402 at 4% or $283,601 at 6%; with 50% employer match about $283,601 at 4% or $189,068 at 6%; with 100% employer match about $212,701 at 4% or $141,801 at 6%.
2009112$1,847,168$162,630$13,553iApproximate average salary by contribution assumption: employee only about $338,813 at 4% or $225,875 at 6%; with 50% employer match about $225,875 at 4% or $150,583 at 6%; with 100% employer match about $169,406 at 4% or $112,938 at 6%.
Chiao Smith & Associates 401(K) Plan-12$1,847,168$162,630$13,553iApproximate average salary by contribution assumption: employee only about $338,813 at 4% or $225,875 at 6%; with 50% employer match about $225,875 at 4% or $150,583 at 6%; with 100% employer match about $169,406 at 4% or $112,938 at 6%.
2008112$1,474,304$122,836$10,236iApproximate average salary by contribution assumption: employee only about $255,908 at 4% or $170,606 at 6%; with 50% employer match about $170,606 at 4% or $113,737 at 6%; with 100% employer match about $127,954 at 4% or $85,303 at 6%.
Chiao Smith & Associates 401(K) Plan-12$1,474,304$122,836$10,236iApproximate average salary by contribution assumption: employee only about $255,908 at 4% or $170,606 at 6%; with 50% employer match about $170,606 at 4% or $113,737 at 6%; with 100% employer match about $127,954 at 4% or $85,303 at 6%.
2007111$2,291,098$122,732$11,157iApproximate average salary by contribution assumption: employee only about $278,936 at 4% or $185,958 at 6%; with 50% employer match about $185,958 at 4% or $123,972 at 6%; with 100% employer match about $139,468 at 4% or $92,979 at 6%.
Chiao Smith & Associates 401(K) Plan-11$2,291,098$122,732$11,157iApproximate average salary by contribution assumption: employee only about $278,936 at 4% or $185,958 at 6%; with 50% employer match about $185,958 at 4% or $123,972 at 6%; with 100% employer match about $139,468 at 4% or $92,979 at 6%.
2006111$2,059,530$786,254$71,478iApproximate average salary by contribution assumption: employee only about $1,786,941 at 4% or $1,191,294 at 6%; with 50% employer match about $1,191,294 at 4% or $794,196 at 6%; with 100% employer match about $893,470 at 4% or $595,647 at 6%.
Chiao Smith & Associates 401(K) Plan-11$2,059,530$786,254$71,478iApproximate average salary by contribution assumption: employee only about $1,786,941 at 4% or $1,191,294 at 6%; with 50% employer match about $1,191,294 at 4% or $794,196 at 6%; with 100% employer match about $893,470 at 4% or $595,647 at 6%.
2005111$1,069,581$85,360$7,760iApproximate average salary by contribution assumption: employee only about $194,000 at 4% or $129,333 at 6%; with 50% employer match about $129,333 at 4% or $86,222 at 6%; with 100% employer match about $97,000 at 4% or $64,667 at 6%.
Chiao Smith & Associates 401(K) Plan-11$1,069,581$85,360$7,760iApproximate average salary by contribution assumption: employee only about $194,000 at 4% or $129,333 at 6%; with 50% employer match about $129,333 at 4% or $86,222 at 6%; with 100% employer match about $97,000 at 4% or $64,667 at 6%.
200418$1,100,553$147,787$18,473iApproximate average salary by contribution assumption: employee only about $461,834 at 4% or $307,890 at 6%; with 50% employer match about $307,890 at 4% or $205,260 at 6%; with 100% employer match about $230,917 at 4% or $153,945 at 6%.
Chiao Smith & Associates 401(K) Plan-8$1,100,553$147,787$18,473iApproximate average salary by contribution assumption: employee only about $461,834 at 4% or $307,890 at 6%; with 50% employer match about $307,890 at 4% or $205,260 at 6%; with 100% employer match about $230,917 at 4% or $153,945 at 6%.
2003110$859,349$83,911$8,391iApproximate average salary by contribution assumption: employee only about $209,778 at 4% or $139,852 at 6%; with 50% employer match about $139,852 at 4% or $93,234 at 6%; with 100% employer match about $104,889 at 4% or $69,926 at 6%.
Chiao Smith & Associates 401(K) Plan-10$859,349$83,911$8,391iApproximate average salary by contribution assumption: employee only about $209,778 at 4% or $139,852 at 6%; with 50% employer match about $139,852 at 4% or $93,234 at 6%; with 100% employer match about $104,889 at 4% or $69,926 at 6%.
2002112$597,573$68,749$5,729iApproximate average salary by contribution assumption: employee only about $143,227 at 4% or $95,485 at 6%; with 50% employer match about $95,485 at 4% or $63,656 at 6%; with 100% employer match about $71,614 at 4% or $47,742 at 6%.
Chiao Smith & Associates 401(K) Plan-12$597,573$68,749$5,729iApproximate average salary by contribution assumption: employee only about $143,227 at 4% or $95,485 at 6%; with 50% employer match about $95,485 at 4% or $63,656 at 6%; with 100% employer match about $71,614 at 4% or $47,742 at 6%.
200119$669,897$61,729$6,859iApproximate average salary by contribution assumption: employee only about $171,469 at 4% or $114,313 at 6%; with 50% employer match about $114,313 at 4% or $76,209 at 6%; with 100% employer match about $85,735 at 4% or $57,156 at 6%.
Chiao Smith & Associates 401(K) Plan-9$669,897$61,729$6,859iApproximate average salary by contribution assumption: employee only about $171,469 at 4% or $114,313 at 6%; with 50% employer match about $114,313 at 4% or $76,209 at 6%; with 100% employer match about $85,735 at 4% or $57,156 at 6%.
200017$0$0-
Chiao Smith & Associates 401(K) Plan-7---